Filed September 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,804 | $162,781+24.0% | $133,956+50.7% | $158,922+27.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 8.21% | 41.94%-33.7pp | 45.09%-36.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,387 | $4,975-52.0% | $3,919-39.1% | $4,761-49.9% |
| Participant deferral / active EE | $5,345 | $5,911-9.6% | $5,048+5.9% | $5,982-10.6% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |